Job Information
Robert Half Trust Assistant in Hockessin, Delaware
Description
Financial Services company located in the Newark Delaware area seeks a Trust Assistant with excellent organizational expertise. In this role, you be the primary point person for trust clients, managing their accounts and ensuring account administration complies with federal and state laws. This candidate will also oversee a team of trust professionals, review and analyze trust documents, coordinate with management on key fiduciary findings, and assist with investment decisions and trust execution.
Primary Responsibilities
· Manage individual and corporate trust accounts
· Assist with trust administrative activities
· Keep abreast of all Trust rules and regulations
· Identify and mitigate potential risk issues
· Assist with database maintenance
· Initiate the auditing process
· Source and build prospect client pipeline
· Build strong relationships with outside wealth advisors
Requirements
The ideal Trust Assistant will preferably have a Bachelors degree in Accounting/Finance/Business Administration.
Other requirements for the Trust Assistant role include and are not limited to:
· 3+ years trust administration experience
· MUST be proficient in MS Excel
· Trust or Financial services industry is also strongly preferred
For more information on this Trust Assistant position and other full-time accounting and finance opportunities, please contact us at 302.985.5183 and reference JO#00800-0012675652.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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